$177 Million is the total value of Comprehensive Financial Consultants Institutional, Inc.'s 166 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $4,702,869 | +35.5% | 28,520 | +9.6% | 2.66% | +26.8% |
| MSFT | Buy | MICROSOFT CORP | $3,961,819 | +32.3% | 13,742 | +9.4% | 2.24% | +23.8% |
| MPC | Sell | MARATHON PETE CORP | $3,957,261 | +9.7% | 29,350 | -1.5% | 2.24% | +2.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,686,079 | -1.6% | 28,287 | +5.3% | 2.08% | -8.0% |
| MRK | Buy | MERCK & CO INC | $3,405,118 | -1.2% | 32,006 | +3.8% | 1.92% | -7.6% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $3,091,635 | +15.1% | 10,805 | +6.5% | 1.75% | +7.7% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,077,047 | – | 42,186 | +100.0% | 1.74% | – |
| ETN | Buy | EATON CORP PLC | $2,998,792 | +11.1% | 17,502 | +6.8% | 1.70% | +4.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,831,230 | -3.4% | 18,266 | +8.5% | 1.60% | -9.6% |
| CSCO | Buy | CISCO SYS INC | $2,822,014 | +16.5% | 53,984 | +9.2% | 1.60% | +8.9% |
| HD | Buy | HOME DEPOT INC | $2,809,247 | -2.6% | 9,519 | +8.8% | 1.59% | -8.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,681,106 | -1.1% | 9,335 | +6.8% | 1.52% | -7.5% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,671,690 | -6.6% | 29,282 | -4.8% | 1.51% | -12.6% |
| WMT | Buy | WALMART INC | $2,667,518 | +10.3% | 18,091 | +8.3% | 1.51% | +3.2% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,654,091 | – | 8,270 | +100.0% | 1.50% | – |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,631,867 | -0.3% | 76,798 | -3.0% | 1.49% | -6.7% |
| DAPR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $2,595,695 | -2.1% | 87,515 | -2.1% | 1.47% | -8.4% |
| UAPR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $2,593,984 | -2.3% | 104,009 | -2.6% | 1.47% | -8.6% |
| CB | Buy | CHUBB LIMITED | $2,512,107 | -11.5% | 12,937 | +2.8% | 1.42% | -17.2% |
| CME | Buy | CME GROUP INC | $2,362,974 | +20.6% | 12,338 | +11.3% | 1.34% | +12.8% |
| DVY | Sell | ISHARES TRselect divid etf | $2,267,316 | -10.0% | 19,349 | -3.9% | 1.28% | -15.8% |
| UNP | Buy | UNION PAC CORP | $2,245,055 | +3.9% | 11,155 | +10.8% | 1.27% | -2.8% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,212,472 | +87.3% | 47,124 | +95.0% | 1.25% | +75.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,203,936 | +12.7% | 58,136 | +15.0% | 1.25% | +5.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,170,995 | +3.8% | 55,824 | +11.6% | 1.23% | -2.9% |
| BBY | Buy | BEST BUY INC | $2,139,197 | +0.1% | 27,331 | +10.5% | 1.21% | -6.4% |
| DVN | Buy | DEVON ENERGY CORP NEW | $2,126,177 | -11.5% | 42,011 | +11.9% | 1.20% | -17.2% |
| MDT | Buy | MEDTRONIC PLC | $2,036,461 | +14.2% | 25,260 | +13.2% | 1.15% | +6.9% |
| AVGO | Buy | BROADCOM INC | $2,004,812 | +10.8% | 3,125 | +0.5% | 1.13% | +3.7% |
| UJAN | INNOVATOR ETFS TRus eqt ultra bf | $1,837,879 | +2.5% | 59,111 | 0.0% | 1.04% | -4.1% | |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,816,345 | +8.1% | 9,711 | +1.9% | 1.03% | +1.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,617,413 | -1.0% | 10,502 | +0.5% | 0.91% | -7.4% |
| LLY | Sell | LILLY ELI & CO | $1,545,046 | -4.8% | 4,499 | -0.4% | 0.87% | -10.9% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,529,534 | -7.6% | 38,086 | -5.5% | 0.86% | -13.6% |
| CVX | Buy | CHEVRON CORP NEW | $1,519,121 | -5.0% | 9,311 | +3.1% | 0.86% | -11.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,507,054 | -2.5% | 3,264 | +3.0% | 0.85% | -8.8% |
| TJX | Buy | TJX COS INC NEW | $1,436,496 | -4.1% | 18,332 | +0.3% | 0.81% | -10.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,408,683 | -8.0% | 19,366 | -7.0% | 0.80% | -13.9% |
| HON | Buy | HONEYWELL INTL INC | $1,382,753 | -9.1% | 7,235 | +2.7% | 0.78% | -15.0% |
| FB | New | META PLATFORMS INCcl a | $1,370,616 | – | 6,467 | +100.0% | 0.78% | – |
| HAL | Sell | HALLIBURTON CO | $1,369,601 | -28.3% | 43,287 | -4.4% | 0.77% | -32.9% |
| PEP | Buy | PEPSICO INC | $1,359,047 | +7.7% | 7,455 | +3.9% | 0.77% | +0.8% |
| PXD | Sell | PIONEER NAT RES CO | $1,337,364 | -15.0% | 6,548 | -0.4% | 0.76% | -20.4% |
| V | Buy | VISA INC | $1,328,861 | +2.4% | 5,894 | +1.6% | 0.75% | -4.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,324,900 | +0.3% | 12,704 | +4.9% | 0.75% | -6.1% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,321,160 | +3.4% | 7,181 | +1.4% | 0.75% | -3.2% |
| ALL | Buy | ALLSTATE CORP | $1,292,599 | -16.1% | 11,665 | +3.8% | 0.73% | -21.5% |
| WM | Buy | WASTE MGMT INC DEL | $1,284,311 | +11.0% | 7,871 | +3.9% | 0.73% | +3.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,283,555 | -4.5% | 2,716 | +0.2% | 0.72% | -10.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,282,451 | +3.0% | 8,625 | +3.7% | 0.72% | -3.6% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $1,271,014 | +15.0% | 6,816 | +5.0% | 0.72% | +7.5% |
| CRM | Buy | SALESFORCE INC | $1,243,431 | +42.7% | 6,224 | +6.8% | 0.70% | +33.7% |
| BA | BOEING CO | $1,241,016 | -0.9% | 5,842 | 0.0% | 0.70% | -7.3% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $1,226,118 | -6.7% | 7,593 | +2.8% | 0.69% | -12.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,223,910 | +22.6% | 11,799 | +7.7% | 0.69% | +14.8% |
| MCD | Buy | MCDONALDS CORP | $1,201,205 | +8.3% | 4,296 | +3.3% | 0.68% | +1.3% |
| AMZN | Buy | AMAZON COM INC | $1,183,497 | +21.9% | 11,458 | +12.5% | 0.67% | +14.2% |
| SYK | STRYKER CORPORATION | $1,135,314 | +11.4% | 3,977 | 0.0% | 0.64% | +4.2% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,125,583 | -0.6% | 4,567 | +5.8% | 0.64% | -7.0% |
| STE | Buy | STERIS PLC | $1,106,172 | +2.0% | 5,783 | +6.7% | 0.62% | -4.6% |
| AMGN | Buy | AMGEN INC | $1,102,138 | -4.5% | 4,559 | +7.0% | 0.62% | -10.6% |
| SPGI | Buy | S&P GLOBAL INC | $1,094,645 | -1.2% | 3,175 | +5.4% | 0.62% | -7.5% |
| ADI | Buy | ANALOG DEVICES INC | $1,093,979 | +21.0% | 5,547 | +3.5% | 0.62% | +13.2% |
| IQV | Buy | IQVIA HLDGS INC | $1,079,376 | -6.5% | 5,427 | +3.2% | 0.61% | -12.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,057,392 | -2.4% | 15,234 | -1.4% | 0.60% | -8.6% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,058,365 | +15.4% | 12,793 | +8.5% | 0.60% | +7.9% |
| FISV | Buy | FISERV INC | $1,054,005 | +15.8% | 9,325 | +4.9% | 0.60% | +8.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $988,430 | +1.3% | 14,261 | +4.7% | 0.56% | -5.1% |
| DSEP | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $983,300 | +1.8% | 30,707 | -0.8% | 0.56% | -4.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $977,969 | -5.9% | 9,620 | -1.4% | 0.55% | -11.9% |
| KO | Buy | COCA COLA CO | $966,553 | +6.2% | 15,582 | +4.8% | 0.55% | -0.7% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $959,810 | +6.7% | 4,891 | +8.6% | 0.54% | -0.2% |
| ABT | Buy | ABBOTT LABS | $958,102 | -3.9% | 9,462 | +5.7% | 0.54% | -10.1% |
| New | LINDE PLC | $933,386 | – | 2,626 | +100.0% | 0.53% | – | |
| LOW | Buy | LOWES COS INC | $923,461 | -2.1% | 4,618 | +2.9% | 0.52% | -8.4% |
| TGT | Buy | TARGET CORP | $919,247 | +10.0% | 5,550 | +6.1% | 0.52% | +3.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $914,663 | +12.6% | 4,715 | +6.2% | 0.52% | +5.3% |
| EMR | Buy | EMERSON ELEC CO | $902,770 | -5.0% | 10,360 | +6.9% | 0.51% | -11.1% |
| QCOM | Buy | QUALCOMM INC | $889,615 | +12.9% | 6,973 | +7.6% | 0.50% | +5.7% |
| IVV | ISHARES TRcore s&p500 etf | $883,411 | +3.1% | 2,149 | 0.0% | 0.50% | -3.7% | |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $869,992 | -0.3% | 42,899 | -0.0% | 0.49% | -6.6% |
| SPY | SPDR S&P 500 ETF TRtr unit | $853,988 | +3.1% | 2,086 | 0.0% | 0.48% | -3.4% | |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $854,639 | -7.4% | 19,047 | -4.1% | 0.48% | -13.4% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $846,311 | -1.0% | 41,103 | -0.9% | 0.48% | -7.4% |
| MS | Buy | MORGAN STANLEY | $835,241 | +1.7% | 9,513 | +4.8% | 0.47% | -4.8% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $833,977 | -0.1% | 43,527 | +0.2% | 0.47% | -6.5% |
| CCI | Buy | CROWN CASTLE INC | $769,178 | +1.4% | 5,747 | +14.6% | 0.44% | -5.0% |
| DRI | Buy | DARDEN RESTAURANTS INC | $758,267 | +24.0% | 4,887 | +18.9% | 0.43% | +16.3% |
| NKE | Buy | NIKE INCcl b | $753,255 | +2.2% | 6,142 | +6.6% | 0.43% | -4.3% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $749,104 | -56.4% | 6,038 | -58.1% | 0.42% | -59.2% |
| DDEC | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $735,738 | +2.6% | 22,999 | 0.0% | 0.42% | -3.9% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $680,178 | +19.4% | 1,765 | +6.7% | 0.38% | +11.6% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $662,200 | +5.0% | 34,302 | +5.6% | 0.37% | -1.8% |
| LMT | LOCKHEED MARTIN CORP | $661,822 | +2.4% | 1,400 | 0.0% | 0.37% | -4.3% | |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $657,561 | -12.4% | 14,593 | -11.4% | 0.37% | -17.9% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $654,133 | -3.3% | 31,031 | -3.6% | 0.37% | -9.5% |
| KMB | Buy | KIMBERLY-CLARK CORP | $650,699 | +3.8% | 4,848 | +5.4% | 0.37% | -2.9% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $634,095 | +9.2% | 11,588 | +0.8% | 0.36% | +2.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $631,782 | -0.6% | 6,549 | +8.2% | 0.36% | -7.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $630,136 | +3.5% | 6,553 | +8.8% | 0.36% | -3.3% |
| KNG | Sell | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $586,004 | -4.7% | 11,392 | -2.2% | 0.33% | -10.8% |
| TFC | Buy | TRUIST FINL CORP | $580,144 | -21.7% | 17,013 | +8.3% | 0.33% | -26.8% |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $572,443 | – | 11,481 | +100.0% | 0.32% | – |
| UFEB | INNOVATOR ETFS TRus eqt ultra bfr | $555,558 | +0.7% | 20,933 | 0.0% | 0.31% | -5.7% | |
| IBB | Buy | ISHARES TRishares biotech | $528,652 | -3.7% | 4,093 | +0.7% | 0.30% | -9.9% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $504,240 | -6.0% | 10,560 | -6.4% | 0.28% | -12.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $502,086 | -10.0% | 5,039 | -9.4% | 0.28% | -15.7% |
| UOCT | INNOVATOR ETFS TRus eqty ultra b | $498,147 | +2.7% | 17,464 | 0.0% | 0.28% | -3.8% | |
| DJAN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $448,726 | +6.2% | 14,410 | +3.5% | 0.25% | -0.4% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $444,015 | -2.7% | 4,534 | 0.0% | 0.25% | -9.1% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $397,751 | +42.4% | 1,668 | +48.0% | 0.22% | +33.1% |
| ED | CONSOLIDATED EDISON INC | $395,691 | -1.9% | 4,136 | 0.0% | 0.22% | -8.2% | |
| IDV | ISHARES TRintl sel div etf | $391,595 | -5.0% | 14,245 | 0.0% | 0.22% | -11.2% | |
| NJAN | INNOVATOR ETFS TRgrwt100 pwr bf | $388,047 | +6.8% | 10,236 | 0.0% | 0.22% | 0.0% | |
| UDEC | INNOVATOR ETFS TRus eqty ultra b | $385,423 | +2.1% | 13,520 | 0.0% | 0.22% | -4.4% | |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $369,241 | +1.7% | 4,584 | +1.1% | 0.21% | -4.6% |
| CMA | COMERICA INC | $368,723 | -37.0% | 8,492 | 0.0% | 0.21% | -41.2% | |
| XOM | EXXON MOBIL CORP | $364,948 | -3.1% | 3,328 | 0.0% | 0.21% | -9.6% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $363,091 | +0.4% | 4,860 | 0.0% | 0.20% | -6.0% | |
| WTFC | Buy | WINTRUST FINL CORP | $356,580 | -0.6% | 4,888 | +19.0% | 0.20% | -6.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $354,850 | -2.8% | 2,741 | +1.3% | 0.20% | -8.6% |
| CAT | Buy | CATERPILLAR INC | $343,260 | -10.0% | 1,500 | +0.3% | 0.19% | -16.0% |
| PHILLIPS EDISON & CO INC | $343,489 | -3.5% | 10,530 | 0.0% | 0.19% | -9.8% | ||
| DTE | DTE ENERGY CO | $337,602 | -8.3% | 3,082 | 0.0% | 0.19% | -14.0% | |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $337,708 | +2.8% | 16,827 | +3.4% | 0.19% | -3.5% |
| VOX | New | VANGUARD WORLD FDS | $338,732 | – | 3,504 | +100.0% | 0.19% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $331,712 | +25.3% | 9,344 | +33.9% | 0.19% | +16.9% |
| ORCL | ORACLE CORP | $325,778 | +4.7% | 3,506 | 0.0% | 0.18% | -2.1% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $321,602 | +1.6% | 5,193 | 0.0% | 0.18% | -4.7% | |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $314,540 | – | 6,057 | +100.0% | 0.18% | – |
| MO | Sell | ALTRIA GROUP INC | $295,117 | -2.0% | 6,614 | -0.3% | 0.17% | -8.2% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $286,132 | -3.5% | 3,756 | +1.3% | 0.16% | -9.5% |
| WELL | WELLTOWER INC | $284,538 | -0.6% | 3,969 | 0.0% | 0.16% | -6.9% | |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $284,081 | +22.8% | 7,610 | +43.2% | 0.16% | +15.0% |
| SDY | Sell | SPDR SER TRs&p divid etf | $266,348 | -6.6% | 2,153 | -2.3% | 0.15% | -12.2% |
| WCC | Sell | WESCO INTL INC | $257,000 | +12.1% | 1,663 | -0.8% | 0.14% | +4.3% |
| PFE | Buy | PFIZER INC | $250,512 | -14.4% | 6,140 | +0.1% | 0.14% | -19.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $245,425 | -61.1% | 2,963 | -57.8% | 0.14% | -63.5% |
| DE | DEERE & CO | $239,470 | -5.3% | 580 | 0.0% | 0.14% | -11.8% | |
| IBDQ | ISHARES TRibonds dec25 etf | $238,039 | -0.2% | 9,704 | 0.0% | 0.14% | -6.2% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $239,039 | -3.6% | 2,752 | 0.0% | 0.14% | -10.0% | |
| CMI | Sell | CUMMINS INC | $234,820 | -4.7% | 983 | -0.2% | 0.13% | -10.7% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $231,710 | – | 4,700 | +100.0% | 0.13% | – |
| New | MOBILEYE GLOBAL INC | $231,278 | – | 5,345 | +100.0% | 0.13% | – | |
| CLH | New | CLEAN HARBORS INC | $229,236 | – | 1,608 | +100.0% | 0.13% | – |
| SO | SOUTHERN CO | $230,658 | -1.1% | 3,315 | 0.0% | 0.13% | -7.8% | |
| IBDR | ISHARES TRibonds dec2026 | $230,039 | -0.1% | 9,694 | 0.0% | 0.13% | -6.5% | |
| INTC | Buy | INTEL CORP | $228,514 | +8.4% | 6,995 | +0.5% | 0.13% | +1.6% |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $226,367 | +6.1% | 4,185 | 0.0% | 0.13% | -0.8% | |
| LANC | LANCASTER COLONY CORP | $222,762 | +3.6% | 1,098 | 0.0% | 0.13% | -3.1% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $220,032 | +6.2% | 4,398 | -0.8% | 0.12% | -0.8% |
| CPA | Sell | COPA HOLDINGS SAcl a | $218,223 | +4.1% | 2,363 | -0.9% | 0.12% | -3.1% |
| CLX | New | CLOROX CO DEL | $217,580 | – | 1,375 | +100.0% | 0.12% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $212,264 | – | 1,040 | +100.0% | 0.12% | – |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $206,853 | -17.5% | 6,434 | -8.0% | 0.12% | -23.0% |
| COP | CONOCOPHILLIPS | $206,158 | -17.4% | 2,078 | 0.0% | 0.12% | -22.5% | |
| CUBE | New | CUBESMART | $206,326 | – | 4,464 | +100.0% | 0.12% | – |
| ABBV | New | ABBVIE INC | $206,224 | – | 1,294 | +100.0% | 0.12% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $206,441 | – | 2,961 | +100.0% | 0.12% | – |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $205,864 | -2.9% | 2,221 | 0.0% | 0.12% | -9.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $203,479 | -3.2% | 659 | 0.0% | 0.12% | -9.4% | |
| JNPR | New | JUNIPER NETWORKS INC | $201,426 | – | 5,852 | +100.0% | 0.11% | – |
| NOCT | New | INNOVATOR ETFS TRgrwt100 pwr buf | $200,788 | – | 5,130 | +100.0% | 0.11% | – |
| SPY | Sell | SPDR S&P 500 ETF TRput | $163,756 | -74.8% | 400 | -76.5% | 0.09% | -76.3% |
| CSCO | New | CISCO SYS INCput | $41,824 | – | 800 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORPcall | $32,898 | – | 300 | +100.0% | 0.02% | – |
| AAPL | Exit | APPLE INCput | $0 | – | -300 | -100.0% | -0.02% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,411 | -100.0% | -0.12% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -2,477 | -100.0% | -0.12% | – |
| EHC | Exit | ENCOMPASS HEALTH CORP | $0 | – | -3,442 | -100.0% | -0.13% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,135 | -100.0% | -0.13% | – |
| SNX | Exit | TD SYNNEX CORPORATION | $0 | – | -1,987 | -100.0% | -0.13% | – |
| MMM | Exit | 3M CO | $0 | – | -1,713 | -100.0% | -0.13% | – |
| PLAY | Exit | DAVE & BUSTERS ENTMT INC | $0 | – | -5,470 | -100.0% | -0.14% | – |
| XLE | Exit | SELECT SECTOR SPDR TRcall | $0 | – | -3,000 | -100.0% | -0.16% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -2,400 | -100.0% | -0.39% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,535 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & COMPANY | 8 | Q3 2023 | 2.4% |
| MICROSOFT CORPORATION | 8 | Q3 2023 | 2.4% |
| MARATHON PETE CORPORATION | 8 | Q3 2023 | 2.3% |
| MERCK & COMPANY INCORPORATED | 8 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 2.0% |
| HOME DEPOT INCORPORATED | 8 | Q3 2023 | 1.8% |
| ISHARES TR SELECT DIVID ETF | 8 | Q3 2023 | 1.9% |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 8 | Q3 2023 | 1.7% |
| CISCO SYSTEMS INCORPORATED | 8 | Q3 2023 | 1.7% |
| WALMART INCORPORATED | 8 | Q3 2023 | 1.6% |
View Comprehensive Financial Consultants Institutional, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-03-10 |
View Comprehensive Financial Consultants Institutional, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.